Overview
- Sam Altman said OpenAI plans roughly $1.4 trillion of data‑center investment over eight years and is exploring direct sales of compute, with ARR targeted above $20 billion by the end of 2025.
- SoftBank reported a second‑quarter profit of ¥2.5 trillion, disclosed an October sale of Nvidia shares for $5.83 billion, and said Vision Fund 2 plans a $22.5 billion investment in OpenAI in December alongside $10 billion from co‑investors.
- Nvidia shares jumped 5.79% on Nov. 10, the biggest one‑day rise since April, as the company touted new partnerships and AI infrastructure projects.
- China Mobile’s fund joined NewShiJi’s D round and the two sides outlined joint work on AI‑enabled autonomous logistics; NewShiJi reported more than 10,000 L4 vehicles delivered and over 50 million km of L4 driving.
- Operator‑automation startup Zhizi Xinyuan closed a multi‑million‑yuan seed round and showed its ModelBridge tool auto‑adapting Qwen3‑14B to Huawei Ascend Atlas hardware in 30 minutes with about a 40% single‑card throughput boost.